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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
1151
Thompson Siegel & Walmsley
Virginia
$163K +$39.7K +925 +34%
AWA
1152
Arkadios Wealth Advisors
Georgia
$159K +$154K +3,597 New
BW
1153
Bison Wealth
Georgia
$156K +$150K +3,486 New
CB
1154
CNB Bank
Pennsylvania
$154K -$18.4K -429 -11%
CFD
1155
Creative Financial Designs
Indiana
$154K -$7.25K -169 -5%
TFGT
1156
TS Financial Group (TSFG)
Illinois
$152K -$53.2K -1,239 -27%
MAM
1157
Meeder Asset Management
Ohio
$149K +$17.6K +411 +14%
EP
1158
Eudaimonia Partners
Tennessee
$147K +$140K +3,266 New
EI
1159
Ellevest Inc
New York
$141K
CFA
1160
Carroll Financial Associates
North Carolina
$141K +$104K +2,414 +330%
ZIG
1161
Zurich Insurance Group
Switzerland
$139K -$125K -2,920 -49%
FMII
1162
Farmers & Merchants Investments Inc
Nebraska
$129K -$55.8K -1,300 -31%
AWM
1163
Avior Wealth Management
Nebraska
$126K -$38.7K -901 -24%
PIA
1164
Powell Investment Advisors
Florida
$126K +$121K +2,808 New
BWA
1165
Burt Wealth Advisors
Maryland
$123K
NG
1166
NWK Group
California
$121K +$116K +2,695 New
FCM
1167
Firestone Capital Management
Florida
$118K +$113K +2,625 New
MPCG
1168
Matrix Private Capital Group
New York
$114K +$109K +2,548 New
GI
1169
Gradient Investments
Minnesota
$113K +$41.2K +959 +61%
MF
1170
Manchester Financial
California
$113K +$108K +2,509 New
HWA
1171
HCR Wealth Advisors
California
$113K +$108K +2,513 New
BCV
1172
Banque Cantonale Vaudoise
Switzerland
$112K +$107K +2,500 New
CP
1173
Corbenic Partners
Pennsylvania
$111K +$106K +2,479 New
CC
1174
Cassaday & Co
Virginia
$110K
PA
1175
PSI Advisors
Florida
$109K +$105K +2,442 New

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.